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ManageProtocols
ManageProtocols
Protocols Overview

The Protocols function enables you to create and search for an existing protocol. When you click the Protocols option on the caNanoLab menu bar, the Manage Protocol page appears .On the Manage Protocol page, the Protocol Links panel lists with the following options:.

  • Submitting Create a New Protocoldisplays the page to enter protocol information and submit the protocol.

    Info
    titleMy Workspace

    Once you submit a protocol, the protocol is added to My Workspace for quick access.

    Searching Existing Protocols displays the page to perform a search of an existing protocol.

    Info
    titleSearch Tips
    There is a basic protocols search option discussed in this chapter.

  • Search Existing Protocols

You can also perform the following functions with a protocol.

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Description of a Protocol

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Info
titleVisibility option

If you do not select an option for visibility, by default, Private is selected, meaning only the owner can view and/or modify it.

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SubmitProtocol
SubmitProtocol

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Creating a Protocol

Include Page
Saving and Submitting for Review
Saving and Submitting for Review

To create To submit a new protocol

  1. Click the Protocols caNanoLab menu option. On the Manage Protocols Home page, click the Submit Create a New Protocol link. This opens the Submit Create Protocol formpage.

    Tip

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    Other options
    Other options

  2. The following table lists and describes the fields on the Submit a Create Protocol page. Enter and select the appropriate information as needed. Items with an asterisk are required.

    NameDescription

    Protocol Type*

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    Protocol type
    Protocol type

    Protocol Name*

    Enter or select from the drop-down list the protocol name.

    Protocol Abbreviation

    Enter a shortened phrase used in place of the protocol name.

    Protocol Version

    Enter or select from the drop-down list the protocol version number.

    Upload
    OR
    Enter File URL

    Click the Browse button to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.

    File Title

    Enter the title of the protocol file.

    Description

    Enter any additional description information that the form does not include.

    Access to the ProtocolFor more information, see Sharing
    and Changing Access to a Protocol
    a Protocol with a User or Group or Making the Protocol Public.

    To clear the entries and start again, click Reset.

  3. When you finish defining the protocol, click Submit Save.

    Info
    titleMy Workspace

    Once you submit save a protocol, it is listed on the My Workspace page where you can manage all of your submitted protocols, and view any protocols that a user has shared with you. For more information, see Using My Workspace.

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Editing a Protocol

You can edit a protocol using the following techniques:

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The Protocol Update page opens when you click the Edit link corresponding to a protocol listed in Protocol Search Results. The page displays all of the information for a protocol entered when the protocol was created in caNanoLab (Submitting a Protocol). With appropriate permissions, you can edit the title, description, and visibility of a protocol in this dialog box.

The following table lists and describes the fields. An asterisk indicates a required field. Click Update when you are done editing the Protocol. To disregard the changes, click Reset.

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Protocol Type*

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Protocol Name*

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Enter or select from the drop-down list the protocol name.

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Protocol Abbreviation

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Enter a shortened phrase used in place of the protocol name.

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Protocol Version

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Enter or select from the drop-down list the protocol version number.

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Click Browse to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.

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Enter any additional description information that the form does not include.

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SharingProtocol
SharingProtocol
Sharing a Protocol with a User or Group

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Accessing
Accessing

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Sharing and Changing Access to a Protocol

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MakingProtocolPublic
MakingProtocolPublic
Making a Protocol Public

Include Page
Make It Public
Make It Public

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Deleting a Protocol

Info
titleNote

This action deletes the protocol from the caNanoLab database, executed behind the scenes at a scheduled time.

To delete a protocol, perform a search, find the protocol that you want to delete, and click Edit in the first column of the the Protocol Search Results page. The Update Protocol page opens. From the Update Protocol page, click Delete in the lower-left corner of the window. Confirm the deletion.

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SearchProtocols
SearchProtocols
Searching Existing Protocols

You can access this page after logging into caNanoLab or you can access publicly-available sample protocols from the Login page.

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titleKeyword Search

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public home page.

To launch a search for a specific protocol

  1. There are three ways to access the basic protocol search: From the public home page Browse caNanoLab panel, or if you are logged in, click the Workflow menu option and Search Protocols icon, or just click the Protocols menu optionClick the Protocols menu.
    The Manage Protocols page displays.

  2. Click Search Existing Protocols in the Sample Links panel.

    Info
    titleNote

    When defining search criteria, there are no required fields. You can add only those parameters that you consider essential to the search. If you do not define any search criteria, all the protocols will be found.

    The Protocol Search page displays.

  3. The following table lists and describes the fields. Enter text or select criteria as appropriate.

    NameDescription

    Protocol Type

    Include Page
    Protocol type
    Protocol type

    Protocol Name

    Enter a partial or complete name of the protocol. Select Contains (for partial text) or Equals (for an exact search) from the dropdown list.

    Protocol Abbreviation

    Enter a partial or complete name of an abbreviation assigned to the protocol.

    Protocol File Title

    Enter the name of the protocol file title.

     

    To clear the values and start again, click Reset to clear the search criteria.

  4. Click Search to launch the search.

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Once you submit a search for a protocol (Searching Existing Protocols), search results display in the caNanoLab screen. Results show pertinent protocol information defined in Submitting Creating a Protocol.

Info
titleNote

The number of items located in the search display appears in the the upper-left of the search results table. The bottom right of the search results table enables you to navigate to pages.

To return to the Search page, click the Back ( caNanoLab Back button ) button, not the Browser button.

The following table lists and describes each column of the search results.

Sample Search Results ColumnsDescription
Action

Click View in the first column to display the protocol in a PDF file.

Info
titleNote:

Edit is only available for people that have an account and are logged into the system and are associated with the protocol.

Click + Add to Favorites to add a bookmark for the protocol on your My Favorites tab. Added to Favorites appears in the column when the protocol is successfully added.

Info
titleNote

If the protocol is already added as a Favorite, clicking + Add to Favorites displays the <protocol name> has already been added to your favorites message.

Protocol Type

Include Page
Protocol type
Protocol type

Protocol Name

Enter or select from the drop-down list the protocol name.

Protocol Version

Enter or select from the drop-down list the protocol version number.

Protocol Abbreviation

Enter a shortened phrase used in place of the protocol name.

Protocol File

The Title and Description of the protocol are listed. Click View to download the protocol file.

The column is empty when there is no protocol file associated with the Protocol.

Created DateIndicates the date on which the protocol was added.

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Editing a Protocol

You can edit a protocol from the protocol search results.

Info
titleUpdating data after it is Public

Once data is made Public, you can update the data, but it will be retracted from Public and you will need to resubmit it to the curator again for review.

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EditProtocol
EditProtocol
Updating a Protocol

The Protocol Update page opens when you click the Edit link corresponding to a protocol listed in Protocol Search Results. The page displays all of the information for a protocol entered when the protocol was created in caNanoLab (Creating a Protocol). With appropriate permissions, you can edit the title, description, and visibility of a protocol in this dialog box.

The following table lists and describes the fields. An asterisk indicates a required field. Click Update when you are done editing the Protocol. To disregard the changes, click Reset.

Update SampleDescription

Protocol Type*

Include Page
Protocol type
Protocol type

Protocol Name*

Enter or select from the drop-down list the protocol name.

Protocol Abbreviation

Enter a shortened phrase used in place of the protocol name.

Protocol Version

Enter or select from the drop-down list the protocol version number.

Upload
OR
Enter File URL

Click Browse to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.

File TitleThe title of the protocol file.
Description

Enter any additional description information that the form does not include.

Access to the ProtocolFor more information, see Sharing a Protocol with a User or Group or Making the Protocol Public.

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DeletingProtocol
DeletingProtocol
Deleting a Protocol

Info
titleNote

This action deletes the protocol from the caNanoLab database, executed behind the scenes at a scheduled time.

To delete a protocol, perform a search, find the protocol that you want to delete, and click Edit in the first column of the the Protocol Search Results page. The Update Protocol page opens. From the Update Protocol page, click Delete in the lower-left corner of the window. Confirm the deletion.

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BookmarkProtocol
BookmarkProtocol
Bookmarking a Protocol to My Favorites

The caNanoLab My Favorites menu option displays samples, protocols, and publications that you bookmark for quick access.

To add a protocol to My Favorites

  1. Perform a protocol search.
  2. Find From the search results, find the protocol that you want to bookmark and click . Click + Add to Favorites in the first column of the Protocol Search Results row.
    Bookmarking a protocol from search resultsImage Added
    The Added to Favorites message appears in the results row.
  3. Click the My Favorites option in the caNanoLab menu bar, and the bookmarked protocol is listed under My Protocols.

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